Purchases and Sales Made in Q2 2024 in First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR FD DOW JONES.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 06, 2024 Q2 2024
Prudential PLC

London, England, X0
BUY
 -
2K
New
$386K - $416K
2K $504K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
1.93K
New
$373K - $402K
1.93K $487K
Jul 12, 2024 Q2 2024
Wealth Management Partners, LLC

BUY
 -
1.89K
+ 5.84%
$365K - $393K
34.3K $8.64M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
1.83K
+ 10.65%
$353K - $380K
19K $4.8M
Jul 22, 2024 Q2 2024
Signal Point Asset Management, LLC

BUY
 -
1.75K
New
$338K - $364K
1.75K $441K
Aug 07, 2024 Q2 2024
Eagle Strategies LLC

New York, NY
BUY
 -
1.72K
New
$332K - $357K
1.72K $433K
Jul 31, 2024 Q2 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
1.7K
+ 2.13%
$328K - $353K
81.4K $20.5M
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.67K
+ 7.51%
$322K - $347K
23.9K $6.02M
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
1.57K
+ 4.36%
$303K - $327K
37.6K $9.49M
Aug 12, 2024 Q2 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1.53K
New
$294K - $317K
1.53K $385K
Aug 13, 2024 Q2 2024
Orion Portfolio Solutions, LLC

BUY
 -
1.4K
+ 23.86%
$269K - $290K
7.24K $1.83M
Aug 13, 2024 Q2 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1.37K
New
$264K - $285K
1.37K $345K
Jul 12, 2024 Q2 2024
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1.32K
+ 53.56%
$254K - $274K
3.78K $952K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
1.29K
New
$249K - $268K
1.29K $325K
Aug 14, 2024 Q2 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.28K
New
$247K - $266K
1.28K $323K
Aug 13, 2024 Q2 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
1.24K
New
$240K - $258K
1.24K $313K
Aug 12, 2024 Q2 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
1.21K
+ 3.19%
$233K - $251K
39.1K $9.86M
Jul 23, 2024 Q2 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
1.19K
New
$229K - $247K
1.19K $300K
Aug 13, 2024 Q2 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
1.14K
New
$221K - $238K
1.14K $288K
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
1.14K
+ 7.72%
$219K - $236K
15.9K $4M
Aug 13, 2024 Q2 2024
Petix & Botte CO

BUY
 -
1.14K
New
$219K - $236K
1.14K $286K
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.12K
+ 1.08%
$215K - $232K
105K $26.4M
Jul 23, 2024 Q2 2024
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
1.1K
New
$211K - $228K
1.1K $276K
Aug 13, 2024 Q2 2024
Trexquant Investment LP

Stamford, CT
BUY
 -
1.07K
+ 49.22%
$206K - $222K
3.23K $815K
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.04K
+ 2.78%
$201K - $217K
38.5K $9.71M
Aug 14, 2024 Q2 2024
Globalt Investments LLC / Ga

Atlanta, GA
BUY
 -
1K
New
$193K - $208K
1K $252K
Aug 05, 2024 Q2 2024
Peterson Wealth Management

BUY
 -
870
+ 7.64%
$168K - $181K
12.3K $3.09M
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
800
+ 6.79%
$154K - $166K
12.6K $3.17M
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
759
+ 3.39%
$146K - $158K
23.1K $5.83M
Aug 02, 2024 Q2 2024
Founders Financial Securities LLC

BUY
 -
710
+ 64.6%
$137K - $148K
1.81K $456K
Aug 14, 2024 Q2 2024
Northern Trust Corp

Chicago, IL
BUY
 -
611
+ 33.33%
$118K - $127K
2.44K $616K
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
604
+ 1.23%
$117K - $126K
49.5K $12.5M
Aug 13, 2024 Q2 2024
Strategic Wealth Investment Group, LLC

BUY
 -
602
+ 27.15%
$116K - $125K
2.82K $711K
Jul 23, 2024 Q2 2024
Allworth Financial LP

BUY
 -
568
+ 51.22%
$110K - $118K
1.68K $423K
Aug 14, 2024 Q2 2024
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
557
+ 2.31%
$107K - $116K
24.6K $6.21M
Aug 14, 2024 Q2 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
516
+ 2.0%
$99.5K - $107K
26.3K $6.64M
Aug 16, 2024 Q2 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
512
+ 3.5%
$98.8K - $106K
15.1K $3.82M
Jul 30, 2024 Q2 2024
Wmg Financial Advisors, LLC

BUY
 -
510
+ 8.84%
$98.4K - $106K
6.28K $1.58M
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
505
+ 6.74%
$97.4K - $105K
7.99K $2.02M
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
501
+ 2.2%
$96.6K - $104K
23.2K $5.86M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
484
+ 13.35%
$93.4K - $101K
4.11K $1.04M
Aug 13, 2024 Q2 2024
Concentrum Wealth Management

BUY
 -
476
+ 9.58%
$91.8K - $98.9K
5.45K $1.37M
Jul 23, 2024 Q2 2024
Wespac Advisors So Cal, LLC

BUY
 -
454
+ 9.56%
$87.6K - $94.4K
5.2K $1.31M
Jul 17, 2024 Q2 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
431
+ 7.04%
$83.1K - $89.6K
6.56K $1.65M
Jul 25, 2024 Q2 2024
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
422
+ 6.14%
$81.4K - $87.7K
7.29K $1.84M
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
417
+ 12.13%
$80.4K - $86.7K
3.86K $972K
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
400
+ 1428.57%
$77.2K - $83.1K
428 $108K
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
396
+ 63.67%
$76.4K - $82.3K
1.02K $257K
Aug 07, 2024 Q2 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
394
+ 8.23%
$76K - $81.9K
5.18K $1.31M

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